Recently, it was reported that the Kazakh government has signed a $50 billion agreement with the European renewable energy group Svevind to build one of the world’s top five green hydrogen production facilities in the Mangsto region. Office of President Kassym-Jomart Tokayev Announced on October 27. Hyrasia will separate hydrogen from water using electricity generated by solar panels and wind turbines. It aims to start production by 2030 and produce 2 million tonnes per year by 2032. This is equivalent to one-fifth of the EU's 2030 green hydrogen import target - although transporting the gas from Kazakhstan to Europe will face logistical challenges. Wolfgang Kropp, CEO of Svevind Energy Group, which is based in Sweden and second only to Europe's largest onshore wind farm, said the meteorological conditions and skills base in western Kazakhstan were ideal for the project. Operates in Germany. “The Mangystau region of Kazakhstan offers very favorable natural resources. Wind conditions are very stable and strong, comparable to offshore wind parks near the coast, solar radiation is as strong as in southern Europe, vast steppe areas are not widely used and sparsely populated. ” he told Eurasia.com in an email. “Due to its experience as an oil and gas exporter, Kazakhstan has a lot of expertise that will contribute to the realization of Hyrasia One.” Production costs are also competitive, Kropp said. Svevind subsidiary Hyrasia One explained in a statement that the project will use wind and photovoltaic power plants with a capacity of about 40 gigawatts and generate about 120 megawatt hours of renewable energy per year. This energy will power a 20-gigawatt industrial park near the port of Kuryk on the coast of the Mangstori Sea, which will generate hydrogen through water electrolysis. When hydrogen burns, only water vapor is released. The company noted that the project could "supply hydrogen on an industrial scale." Hyrasia One could be "the current supporting pillar of the hydrogen market in Europe, Kazakhstan itself and Asian countries". In response to emailed inquiries, the company said it had not yet made a decision on the export destination and route. Pipeline transportation is the most cost-effective, but existing natural gas pipelines must be reused or the hydrogen will be mixed into the natural gas. Transport by rail or ship is already feasible. The shrinking Caspian Sea will be the source of water for hydrogen production. Hyrasia One could not specify how much water it needs, but will keep "water withdrawals as low as possible" because the ocean "must be used sustainably to protect the environment". The plant will create 3,500 jobs during construction and 1,800 permanent jobs. The company will provide initial financing and is seeking long-term investors to build the project at a cost of $40 billion to $50 billion. Source: Sinopec News

According to research by Rystad Energy, the cost of operating gas-fired power plants in Europe will be 10 times higher than the cost of building new solar PV projects in the next few years. High gas prices, market challenges and falling renewable energy costs all suggest that, in the medium to long term, Europe's main source of electricity will no longer be gas, the research firm said. Its research is based on a comparison of the levelized cost of electricity (LCOE) of natural gas to solar PV and wind. The study shows that gas will struggle to remain competitive in the European electricity landscape even if natural gas prices retreat from recent abnormal highs. Rystad Energy says high gas prices, market challenges and falling renewable energy costs all suggest that gas will no longer be the main source of electricity in Europe Natural gas prices have risen from an average price of €46/MWh ($45.8/MWh) in 2021 to €134/MWh ($134/MWh) in 2022, a surge of 189%. Still, gas-fired power generation rose 4% in the first seven months of the year, in part due to a 100TWh drop in nuclear and hydropower generation in 2022. Conditions are not expected to improve this winter, with natural gas needed to maintain power supply through 2023. However, next year will see the return of nuclear power plants. EDF hopes to bring 30GW of capacity back into operation after the shutdown for repairs, in addition to more than 50GW of solar PV and wind projects in the pipeline. Natural gas prices are expected to stabilize, with LCOEs of around €150/MWh for existing plants by 2030 and around one-third of that for new solar PV projects, cementing solar as the most expensive in most parts of the world. The status of an inexpensive way to generate electricity. Carlos Diaz Torres, head of power at Rystad Energy, said: "Gas will continue to play an important role in Europe's energy mix for some time to come, but unless there is a fundamental change, mere economic performance and climate issues will tip the balance in favour of renewables. " European countries have been accelerating the development of renewable energy projects in light of recent price increases and the market trying to adjust to the loss of Russian gas. In fact, according to forecasts, there will be a "significant" increase in solar PV development in Europe following the Russian invasion of Ukraine. Rystad predicts that more than 100GW of renewable energy capacity could be developed if funds used to maintain gas-fired power generation are repurposed, and 333GW of capacity by 2028 if funds originally used for gas-fired power generation are available. Such a high capacity is enough to generate 663TWh of electricity. The forecasts are based on repurposing funds originally planned for natural gas, and build on Rystad Energy's forecast of more than 2TW of solar and wind installed by 2050, and 520GW of large-scale project batteries. Rystad said gas was still needed to support the intermittent nature of renewable electricity...

Vietnam’s Ministry of Industry and Trade (MIOT) aims to open Vietnam’s electricity market to bilateral power purchase agreements (PPAs) through a pilot scheme that will, for the first time, enable renewable energy generators to directly sell to private off-takers under virtual or synthetic deals Sell electricity. Under current regulations, state-owned energy company Vietnam Electricity (EVN) has a monopoly on the transmission, distribution, wholesale and retail of electricity and is the sole buyer in the market. Moritz Sticher, a senior consultant at the Berlin-based consultancy Apricum, told pv magazine that the program has not yet started and that "there is no firm date yet". Originally scheduled to take place between 2022 and 2024, the plan is now expected to be in the first quarter of 2023. Formal planning after the pilot program should begin in 2025. The government has drafted several pieces of legislation since 2020, and several amendments have been delaying the plan. In January, the tariff structure for the program was revised. "Off-takers will now buy at retail prices, rather than spot market prices plus PPA fees," Sticher said. National utility Genco will still pay EVN at wholesale rates. The buyer and generator will also enter into a forward CFD for future trading cycles. "This mechanism now provides investors with a fixed price for electricity and puts the risk of price fluctuations on those who go offline. For off-takers, a change in electricity price from wholesale to retail means EVN is approximately approx. 2% share, so the return on the investor side is slightly less (assuming the off-taker will target the same total tariff) and the attractiveness for the off-taker due to changes in tariff risk,” explained Sticher Say. The pending PPA program has hampered the development of utility-scale projects in Vietnam, which "has no interest in rapidly adding large-scale solar capacity," according to Sticher. Continued uncertainty about renewable energy targets, ongoing curtailment issues and stranded projects in previous rounds of feed-in tariffs are also said to have contributed to the situation. According to figures in Apricum's new "Solar in ASEAN Region" report, Vietnam currently has around 18.47GW of installed solar capacity. National Electricity Development Plan Seven lowered the solar target to 13.6 GW of utility-scale and 3.4 GW of rooftop solar by 2045. Offshore and onshore wind will make up for the reduction in solar generation, as well as electricity imports from Laos, Apricum said. In Laos, the commercial and industrial (C&I) sector is growing, with total installed capacity forecast to reach 10,792 MW by the end of 2022, according to Apricum's central scheme. Most C&I projects are funded by independent power producers (IPPs).

11 companies shortlisted!  China Energy Construction's 2.25GWh Energy Storage System Framework Procurement Bidding Opens! On October 25th, Energy China China Electric Power Engineering Co., Ltd. opened a bid for the centralized procurement of an energy storage system! The total procurement scale of the two bid packages is 2.25GWh, and a total of 11 companies have won the bids! It is understood that this procurement project is the procurement of energy storage system integrators from 2022 to 2023 for the investment, construction and operation integration project of China Energy China Power Engineering Consulting Group Co., Ltd. The bidding is divided into two bidding sections, of which the first bidding section is 1C Energy storage system, the procurement scale is 150MW/150MWh. Lot 2 is a 0.5C energy storage system with a procurement scale of 1050MW/2100MWh, including 850MW/1700MWh in Guangxi and 200MW/400MWh in Yunnan. According to the bidding results announced by China Energy Construction, Kehua Data, Xuji Electric, Zhiguang Energy Storage, Hyperstron, Zhongtian Technology, and Sungrow were successfully selected for the first bidding section. Among them, Zhiguang Energy Storage had the lowest quotation, about 1.72 yuan/ For Wh, the quotations of Xuji Electric and Haibostron are similar to about 1.89 yuan/Wh. In the second bidding section, Xinyuan Intelligent Storage, BYD, Singularity Energy, Pinggao Group, Linyang Yiwei Energy Storage, Sunshine Power, Zhongtian Technology, and Zhiguang Energy Storage were selected. Among them, Linyang Yiwei Energy Storage has the lowest quotation at 1.40 yuan/Wh, and the highest quotation is Sungrow's 1.55 yuan/Wh. It can be seen that Sungrow, Zhongtian Technology, and Zhiguang Energy Storage have been shortlisted for two bids at the same time, and from the perspective of quotations, Sungrow may have won the most bids. Source: Polaris Energy Storage Network

On October 19, the Fujian Provincial Development and Reform Commission announced a notice on the list of pilot projects for centralized photovoltaic power plants in 2022. Among them, there are 16 pilot projects for centralized photovoltaic power plants with a cumulative scale of 1,772MW. The notice pointed out that in principle, all pilot projects should be completed and put into operation before the end of 2023, and at the same time, electrochemical energy storage facilities that are not less than 10% of the project scale (with a duration of not less than 2 hours) will be built and put into operation simultaneously as promised. If the energy storage facilities are not completed and put into operation at the same time as the pilot project as required, the construction requirements shall be increased to not less than 15% of the project scale (the duration shall not be less than 4 hours). From the perspective of the project owners, the scale of the projects obtained by CECEP is 300W, the scale of projects obtained by Datang and China Guangdong Nuclear Power is 294MW and 200MW respectively, the scales obtained by China Three Gorges Corporation, China Energy Group and Huaneng are 180MW, 130MW and 118MW respectively. The scale of projects acquired by Power, Huadian and China Resources are all 100MW, and CNNC is 50MW. Source: Polaris Solar PV Network

CEA: Global polysilicon production capacity will reach 536GW by the end of 2023, far exceeding installed photovoltaic capacity A few days ago, the Clean Energy Association (CEA), a technical consultancy for solar energy and energy storage supply, released a photovoltaic industry report. The report pointed out that by the end of 2022, the global polysilicon production capacity is expected to reach 295GW, and by the end of 2023, it will reach 536GW. Far more than solar capacity, which may indicate that the shortage of silicon material is expected to ease. On the other hand, module capacity expansion is slowing down, while many manufacturers are expanding cell capacity to meet technology trends for N-type TOPCon and HJT cells. CEA said that in the second quarter, the production capacity of silicon ingots increased by nearly 30GW, but the production capacity of silicon wafers decreased slightly; on the battery side, the data of 17 battery suppliers in the report showed that the solar cell production capacity increased by 22% in the second quarter to 47GW, The total reached 262GW; PV module production reached 324GW in the second quarter, and CEA expects this figure to expand by 20% to 400GW by the end of the year. Only 7 suppliers covered by the CEA report are vertically integrated upstream and downstream enterprises, and most of the remaining suppliers are mainly independent links in the industry chain. "With increased choice of wafer types, most suppliers have little need to expand upstream," CEA noted, with suppliers working to optimize industry-standardized 210 mm (G12) and 182 mm (M10) wafers, with "182 mm Plus" (182P) to further reduce the "empty space" caused by the inter-cell gap for additional output up to 5 W. "210 mm Reduced" (210R), which reduces the wafer width to accommodate rooftop PV applications at the expense of power output, is expected to introduce new module sizes to the residential solar market. Many analysts predict that China's installed PV capacity will exceed 100 GW this year. However, CEA expects China's PV installations to decline slightly in 2022, as high prices in the PV industry chain affect utility-scale projects. The company said that many projects were delayed because they were unable to meet expected yields. The CEA also noted that the majority of the polysilicon supply chain is located in China, with 11 GW of polysilicon capacity outside China, 42 GW of cell capacity and 50 GW of module capacity, which are expected to expand to 23 GW and 73 GW, respectively, by the end of 2023 and 74 GW. Source: pv-magazine, SOLARZOOM

The Brazilian Photovoltaic Solar Association (ABSolar), citing data from the country's energy regulator Agência Nacional de Energia Elétrica (ANEEL), said Brazil had more than 20 GW of installed solar capacity at the end of September. Brazil has 6,525 MW of utility-scale solar power plants and 13,579 MW of distributed photovoltaic power plants, all of which operate under the country's net metering regime. Utility-scale PV developers could add another 1,760 MW of capacity by the end of the year, ANEEL said. Most of this (about 1.6 GW) will be built outside the regulated market through power purchase agreements. Brazil's cumulative PV capacity will reach 24,928 MW by the end of this year, ABSolar said. But to get there, developers must add 3.5GW of distributed PV capacity by the end of December.

The Italian Council of Ministers has authorized the construction of eight renewable energy projects with a total capacity of 314 MW, with a view to further simplifying the development of large-scale facilities and reducing reliance on natural gas imports in the coming years. These approved projects do not require additional environmental impact assessments. These include five wind projects ranging in size from 31.3 MW to 73.2 MW in Apulia and southern Basilicata; a 60 MW agro-PV project in Apulia, and two Geothermal projects with a capacity of 5 MW each in Tuscany. Source: pv-magazine

On September 27, Jolywood released the "Jolywood N-Type TOPCon Cell Pricing Announcement in September". The specific quotations are as follows: Monocrystalline N-type TOPCon cells, 140μm double-sided 182 cells are quoted at 1.44 yuan/W; monocrystalline N-type TOPCon cells, 140μm double-sided 210 cells are quoted at 1.45 yuan/W. Source: Photovoltaic headlines

Germany cancels household photovoltaic tax to stimulate photovoltaic storage capacity News on September 20, according to foreign media reports, the German cabinet passed the 2022 tax bill, canceling the income tax on household photovoltaics (the scope of application includes single-family houses below 30kW and multi-family houses and apartments below 15kW), as well as households and photovoltaics. VAT on photovoltaic systems in public buildings. In addition, the proposal also proposes to reduce the value-added tax on natural gas transportation. The above regulations will be implemented from the beginning of 2023. Stimulating household optical storage machines, the market demand increases After the abolition of income tax and value-added tax, the economics of rooftop photovoltaics will be improved. From 2023 onwards, Germany will exempt income tax and corresponding value-added tax for qualified rooftop photovoltaics. The general income tax rate is 14%-15%. After the cancellation, the economy will be improved, stimulating the rapid growth of Germany's rooftop photovoltaics and energy storage. In addition, eliminating the tax also simplifies the process by eliminating the cumbersome process of applying for tax deductions. Residential electricity prices in Germany may rise in Q4, which will stimulate household solar storage installations. In 2021, the electricity price for German residents will be 0.32 euros/kWh, rising to 0.37 euros/kWh in the first half of 2022. Due to the impact of energy shortages, it is expected that electricity prices for German residents will remain high in Q4 2022 and 2023, which will greatly stimulate installed capacity demand. As the world's largest household storage market, Germany's household solar storage has huge growth potential. According to the forecast of an analyst at the New Energy Research Center of TrendForce, the newly installed capacity will reach 12GW in 2023. From January to July 2022, the newly installed capacity in Germany is about 3.7GW, a year-on-year increase of 15.6%. In response to the energy crisis, Germany has made a series of adjustments to its energy planning. By 2030, the proportion of renewable energy generation will be raised from 65% to 80%. In addition to Germany, the European photovoltaic market has maintained a high degree of prosperity after the geopolitical conflict and energy crisis, and the bidding capacity of photovoltaic, wind power and other projects has been greatly increased. It is expected that by 2023, the installed capacity demand in Europe will be further released, and the newly installed capacity demand will reach 73GW. In this context, it is predicted that my country's photovoltaic product exports will usher in a greater growth. Source: Original by EnergyTrend of TrendForce New Energy Network